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Client Communications |
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Client Communication Logger |
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Client Track has a new communication logger which allows you and your staff to log in phone
calls and client communications. You can assign tasks and duties to other staff members
based on the incoming communications so everyone knows what they need to do. |
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Our communication list view allows you to easily review all calls that were directed to you so you
can review all missed calls taken by other staff members on your behalf. In addition, you can
also review all communications for any client to gain a complete picture of all the conversations
different people have had with any client. |
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Client Communication Features: |
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• Setup many notifications for a client and send emails, letters, faxes or call clients.
• Edit the template comments Client Track uses as needed.
• Uses your default email program. |
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Client Automatic Notifications |
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Client Track can deliver superior customer service and exceed your customer support
performance goals by automatically notifying each of your clients of their upcoming deadlines.
You can setup automatic notifications to your clients by email, fax, letter or phone. |
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You have full control of the automatic notifications sent to your clients by editing the templates
used to generate the notifications. It only takes a couple of seconds and will save you hours.
You'll wonder how you ever worked without it. |
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